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nmcgee100
Level 1

Does import data from cvs file work? Import from a csv file isn't working. Data appears in window with proper column heading but when I select continue, nothing imports.

 
2 Comments
Rasa-LilaM
QuickBooks Team

Does import data from cvs file work? Import from a csv file isn't working. Data appears in window with proper column heading but when I select continue, nothing imports.

Thanks for reaching out to the Community about your concern, nmcgee100.


Yes, the import data works. To successfully bring in these transactions into your company, the file format must be correct. QuickBooks Self-Employed requires either 3 or 4 columns. I've added screenshots below for reference.csv.png


If the CSV format is mapped correctly, let’s perform the browser troubleshooting steps to resolve the issue. To begin, sign in to QBSE using the incognito mode or private window. This allows you to browse the net without storing internet history and cookies.


Here's how:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

From there, import your bank entries. If this works, clear the cache to improve the overall performance of the browser. This process is just emptying the cache, so the next time you display a webpage, everything must be downloaded anew.


Check out this guide for more information on how to move previous bank data into your company: Manually import transactions into QuickBooks Self-Employed.

 

Please don't hesitate to touch base with me here if you need any additional assistance. I’m more than happy to assist further. Have a great day ahead.

Rasa-LilaM
QuickBooks Team

Does import data from cvs file work? Import from a csv file isn't working. Data appears in window with proper column heading but when I select continue, nothing imports.

Hi there, nmcgee100.


Were you able to successfully import the data using the resolution I shared above? I want to make sure this is taken care of for you.


Visit the Community again if you need further assistance with QBSE. Please know I’m always ready to help. Enjoy the rest of the day.

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